Senior Trusts & Estates Counsel — Wealth & Tax Planning
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Armstrong Teasdale in St. Louis seeks a Trusts & Estates Associate with 5+ years’ experience to join the Corporate Services Group. You will work on sophisticated estate, tax and wealth planning matters for individuals, families, banks and private foundations, guiding documents from drafting to execution. You will collaborate with a dynamic team and senior practitioners in a friendly, collaborative environment, handling high-level matters, ensuring compliance with ethical standards, and #J-18808-Ljbffr Dcbar
- All Jobs > Senior Vice President, Wealth Advisor The Senior Vice President, Wealth Advisor is a highly... ...for providing sophisticated wealth planning guidance to clients and serving as... ...complex financial, family, trust, estate, tax, and philanthropic matters. In addition...SeniorTaxWork at officeLocal area
$150k - $250k
...Opportunity Step into a senior-level role handling sophisticated estate planning and taxable estate... ...expertise in estate tax planning, wealth transfer, and advanced... ...plans involving wills, trusts, and wealth transfer strategies... ...and tax planning. Counsel clients regarding...SeniorTax$170.5k - $284.1k
...Senior Wealth Strategist At Wilmington Trust, we help some of the nation's most successful families, entrepreneurs, and business owners... ...ultra-high-net-worth families with complex estate, trust, tax, and wealth transfer planning needs. This role is ideal for a Trust &...SeniorTaxWork experience placement$90k - $120k
Senior Associate Wealth Planner - Family Office Full Time Minnetonka, MN, US 30+ days ago... ...provides comprehensive wealth planning, investment management, tax, insurance, accounting, and personal... ..., investment portfolio support, trust and estate analysis, and day-to-day...SeniorTaxFull timeWork at officeWork from homeFlexible hours3 days per week- ...what matters most. Schwab Wealth Advisory is a fee‑based... ...solution built on trust, personalized service,... ...deliver holistic financial planning, and provide tailored... ...concentrated positions, tax-aware strategies, multi... ...Coachability: Demonstrates a senior learning mindset by...SeniorTaxFull timeWork at office
$100k - $150k
...Opportunity Join a respected estate planning practice focused on helping clients protect wealth, plan for the future, and navigate... ...estate planning and estate tax matters while building meaningful... ...estate plans, including wills, trusts, powers of attorney, and related...Tax- ...Boutique firm in Queens NY specializing in Trust & Estates, Estate Planning and Probate, and guardianships Why... ...the legal aspects of managing their wealth and ensuring their assets are... ..., setting up trusts, and advising on tax matters. This is a permanent position...TaxPermanent employmentLocal area
- Huntington Wealth Planning is seeking a Wealth Planner to lead sophisticated planning engagements for high-net-worth clients. The role... ...advisors while ensuring compliance and staying current with tax and estate planning developments. This role supports a hybrid office/...SeniorTaxWork at officeWork from home
- ...Trusts & Estates Associate An established private client... ...broad range of estate planning and estate administration... ...with sophisticated wealth transfer and multi-generational... ...Work closely with senior attorneys on complex... ...techniques, transfer tax matters, charitable planning...TaxPrivate practice
- ...seeking an experienced Trust and Estates attorney who enjoys... ...on a range of estate planning needs, solving complex... ...junior attorneys. A strong tax background and... ...sophisticated estate and wealth transfer strategies, including... ...instruments Counsel clients regarding charitable...SeniorTaxTemporary workSummer work
$137.4k - $240.4k
...About Northern Trust: Northern Trust, a... ...exceptional service. Wealth Strategist/Client... ...role. As a senior member of the Northern... ...wealth management planning. With the support of... ...on the benefits of estate planning services,... ...wealth transfer and tax planning strategies...SeniorTaxLocal areaFlexible hours- Fairway Wealth Management is an independent wealth management firm helping successful... ...coordinates investment strategy, tax planning, cash flow, estate and philanthropic priorities, risk management... ...offers the opportunity to serve as a trusted advisor to high-net-worth and ultra-...TaxWork at officeRemote work
$147.4k - $336.8k
...Anywhere in Country Overview The Real Estate Tax Senior Manager will apply knowledge across a wide... .... You will be expected to lead tax planning projects for a diverse client base, providing... ...trends to maintain credibility as a trusted advisor. Building client relationships...SeniorTaxSeasonal workFlexible hours- EP Wealth Advisors is a wealth management firm serving high-net-worth clients. The Associate Wealth Strategist analyzes client portfolios and tax situations and develops estate, income, gift, and charitable planning strategies in client-ready deliverables and meetings....Tax
- Corient in New York, NY is seeking a dedicated Tax Associate to join the Corient Tax Practice,... ...-net-worth individuals and families with planning and compliance services. Responsibilities include preparing individual, trust, and business tax returns, researching tax issues...Tax
$227k
...business. We're looking for a Senior Legal Counsel to help us navigate them... ...Kit. Clear communicator and trusted advisor—able to simplify complexity... .... We offer Health Insurance plans through Aetna $2,000... ...Paid paid vacation: An after-tax bonus of $1,000 for taking five...SeniorTaxRemote workFlexible hours$150k - $175k
...Senior Financial Advisor Established and respected fee-... ...to deliver sophisticated, planning-first advice to high-net-... ...client relationships as trusted advisor/quarterback Deliver... ..., investment strategy, tax, estate, risk, cash flow, and wealth transfer Partner with...SeniorTaxWork at officeRemote work- Andsimple is seeking a Senior Staff Accountant in Baltimore for a... ...will manage cash flow, payroll, tax payments, and financial... ...collaborative team and support tax planning and wealth management initiatives. The... ..., and the ability to handle trusts, partnerships, and LLCs across...SeniorTaxRemote jobWork at office
- ...boutique law firm focused on Estate Planning, Probate, Elder Law, and... ...confidence, compassion, and trusted legal guidance. We offer the... ...documents Advise clients on wealth preservation, long-term care... ..., responsiveness, and legal counsel Jobot is an Equal Opportunity...Local area
$169.04k - $253.56k
...Job Overview Citi is seeking a Senior Counsel, Trade Finance to join its... ...this role, you will serve as a trusted legal adviser to business... ...Compliance, Risk, Finance, and Tax - to assess and address legal... ...time off packages, including planned time off (vacation), unplanned...SeniorTaxFull timeWork at officeRemote work$171.6k - $338.3k
...infrastructure and real estate, mergers and... ...insights—it takes a trusted partner who can translate... ...and apply to this Senior Manager role today!... ..., accounting, and tax risks associated... ...considerations, integration planning, divestiture... ...include asset, wealth, and investment advisers...SeniorTaxLocal areaVisa sponsorship- ...Legal Aid (NNLA) seeks a Part-Time Estate Planning & Probate Staff Attorney for our Senior Law Center, Housing & Consumer... ...Unit. The role focuses on wills, trusts, probate, real property, and end-... ...will represent clients, provide counsel, and engage in outreach. Position...SeniorPart timeWork at officeRemote work
- ...Beach County. Our practice focuses on Estate Planning, Probate and Trust Administration, Guardianship,... ...local legal community for sophisticated counsel and exceptional client service, and our... ...personnel, financial advisors, accountants, tax professionals, care professionals,...TaxFull timeLocal areaRemote work
$160k - $200k
...Senior Tax Accountant Brooklyn, NY – On-site $160,000–$200,000 Position Overview... ...clients across tax preparation, planning, and ongoing financial guidance. This role... ...go beyond preparing returns and become a trusted advisor to business owners. Requirements...SeniorTax$132.7k - $303.2k
...Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and... ...financial institutions are trusted and flourish, and the global... ...providing dedicated tax technical services to both... ..., pension and 401(k) plans, and a wide range of paid...SeniorTaxWork experience placementSummer holidayFlexible hours- ...The Senior Controller will serve as a key leader within the finance... ...point of contact for auditors, tax advisors, and other external... ...Oversee cash management, liquidity planning, banking relationships,... ...development. Serve as a trusted thought partner to the CFO on...SeniorTax
$85k - $115k
...Tax Senior — Syracuse, NY Pay: $85,000 - $115,000 + bonus potential A well-respected... ...individual, partnership, S-corp, C-corp, and trust returns Take the lead on multiple... ...Support managers and partners on tax planning and projections for closely held businesses...SeniorTaxLocal areaFlexible hours$164.6k - $288k
About Northern Trust About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management... ...and exceptional service. Senior Trust/Fiduciary Advisor,... ...applicable laws, including trust and tax law, estate planning techniques, financial...SeniorTaxWork experience placementH1bLocal areaWorldwideFlexible hours- Buchalter is seeking a Senior Counsel with 7+ years of real estate transactional experience to support our Community Development Finance Practice Group. The... ...lending and joint venture financing, especially on tax credit transactions, and draft senior loan documents and...SeniorTaxWork at office
- ...Senior Associate, Portfolio Management & Corporate Finance... ...and run the debt and tax equity fundings that... ...equity investors, and their counsel, and resolving funding... ...communication as a trusted point of contact for Soltage... ...budget and multi-year plan, owning the monthly and...SeniorTaxFull time
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